Melissa Laura De Rozario

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → Present
  Morgan Stanley
  Grosse Pointe Farms, MI
• 01/2016 → 05/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2017 → Present
  Lincoln Investment Llc
  Fort Washington, PA

Previous Registrations

• 2017-05-08 → 2019-10-04
  Legend Advisory, Llc
  Royal Oak, MI
• 2016-01-27 → 2017-05-11
  Morgan Stanley
  Grosse Pointe Farms, MI

Other Businesses

M3 INVESTMENT SERVICES POSITION: Isurance Agent/Employee NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/01/2017 ADDRESS: 990 Main St., Royal Oak MI 48067, United States DESCRIPTION: Meet with clients, make recommendations where necessary, complete reviews DEROWORKS LLC POSITION: sole owner, operator and member. NATURE: E-Commerce INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2024 ADDRESS: 1547 South Hill Boulevard, Bloomfield Hills MI 48304, United States DESCRIPTION: To act and assist with merchant processing for online selling companies. MERIDIAN DYNAMICS, LLC POSITION: sole owner, operator and member. NATURE: E-Commerce INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2024 ADDRESS: 1547 South Hill Boulevard, Bloomfield Hills MI 48304, United States DESCRIPTION: To act and assist with merchant processing for online selling companies.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-22
• S63 Uniform Securities Agent State Law Examination
  2012-11-29

Other Names

• Melissa Laura Desantis